Meritas Wealth Management, LLC fees
Financial planner in San Rafael, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Meritas Wealth Management, LLC (San Rafael, CA) charges a flat or project fee of $4,000-$7,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change.
- Flat or project fee
- $4,000-
$7,000 Runs from below the San Rafael median of $5,500 to above it. Runs from below the California median of $5,000 to above it.
“We structure financial plans using hourly and/or fixed fees, which typically total between $4,000 and $7,000 for a comprehensive financial plan.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 12 employees
- Registered since
- 2008 (18 years)
How Meritas Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees described above are negotiable.”
- “For new clients, the first payment is a combination of (1) the following quarter’s payment in advance, as described above, and (2) a pro-rata calculation based on all deposits made during the initial partial quarter.”
- “To accommodate historical fee arrangements of an acquired RIA, Meritas also bills some accounts in arrears.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 324
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $619 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 6, 2026
- CRD number
- 148565 (opens in new tab)
- Phone
- (415) 300-4560
Registered or notice filed in 6 states and DC: California, Louisiana, New York, South Carolina, Texas, Washington, DC
Other planners in San Rafael that publish fees
- Marin Wealth Advisors LLCSan RafaelFlat $7,000-$20,000
- Kelly Jones Investment Services, Inc.San RafaelFlat $500
- Attune Financial Planning, LLCSan RafaelHourly up to $300/hr, Flat $3,500-$7,500
- Ritter Wealth CounselSan RafaelHourly $200-$700/hr
- Brunger FinancialSan RafaelFlat $1,000-$10,000
- Redwood Financial Advisors, IncSan RafaelHourly $250-$500/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.